600+ Financial Consultant Jobs in Malaysia | Job Vacancies | July 2026 | Ricebowl
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"financial consultant"
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Manage Alert
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
17 days ago
Undisclosed
- Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
- Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
- Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs. ...
Posted
17 days ago
PLACEMENT PROFESSIONALS
SGD5,000 - SGD5,000 Per Month
Singapore
- [email protected]
- I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
- https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D ...
Posted
10 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
- To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Posted
18 days ago
Undisclosed
- Provide expert advice on wealth management, retirement planning, education funding, and estate planning.
- Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.
- Maintain a high level of product knowledge across RHB Bank's full range of financial products and services. ...
Posted
19 days ago
Undisclosed
- Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
- Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise
- A degree holder with at least 3 years of experience in banking, finance, or a related field ...
Posted
19 days ago
Undisclosed
- Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
- Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
- Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions. ...
Posted
19 days ago
Undisclosed
- Educate clients on market trends, product features, and potential risks and benefits of various financial instruments.
- Monitor client portfolios regularly, recommending adjustments and optimizations based on market performance and evolving client needs.
- Achieve individual sales targets and contribute to the overall branch/bank's financial performance. ...
Posted
20 days ago
Undisclosed
- Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
- Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
- Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs. ...
Posted
20 days ago
Undisclosed
- Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
- Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
- Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
20 days ago
Undisclosed
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges ...
Posted
9 days ago
Undisclosed
Malaysia
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges. ...
Posted
9 days ago
Undisclosed
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges. ...
Posted
9 days ago
SGD80,000 - SGD90,000 Per Month
Singapore
- Contribute to the development of project plans, risk assessments, and resource planning.
- Liaise with internal teams and clients to ensure alignment and clarity on project goals.
- Support post-implementation review and ongoing solution optimization. ...
Posted
7 days ago
Undisclosed
- Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
- Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
- Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
21 days ago
Undisclosed
- To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
- To proactively manage and build long term customer relationship.
- To provide good after-sales and conduct sales visits to potential customers within the vicinity. ...
Posted
9 days ago
Undisclosed
KL City
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
23 days ago
Undisclosed
Malaysia
- Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
- Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
- Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions. ...
Posted
23 days ago
MYR3,000 - MYR8,000 Per Month
Bandar Saujana Putra
- Attend professional training and development programs
- Conduct online and face-to-face consultations
- Participate in team meetings and business activities ...
Posted
2 days ago
SAL ADVISORY PTE. LTD.
SGD2,000 - SGD10,000 Per Month
Islandwide (Singapore)
- You will provide personalised solutions in areas such as wealth accumulation, protection, and legacy planning.
- Key Responsibilities:
- * Build and grow your client portfolio through networking, referrals, and business development activities. ...
Posted
3 days ago
Undisclosed
KL City
- Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
- Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
- Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs. ...
Posted
25 days ago
Old Mutual South Africa
Undisclosed
Singapore
- Equip with basic analytics competency
- Production & Capacity Building
- Develop practical, sales-focused modules that improve advisory conversations ...
Posted
8 days ago
Undisclosed
Malaysia
- To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
- To proactively manage and build long term customer relationship.
- To provide good after-sales and conduct sales visits to potential customers within the vicinity. ...
Posted
22 days ago
MYR3,000 - MYR3,000 Per Month
Bandar Utama
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
25 days ago
MYR3,000 - MYR3,000 Per Month
Bandar Utama
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
25 days ago
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